We’d like to remind Forumites to please avoid political debate on the Forum.

This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
The Forum now has a brand new text editor, adding a bunch of handy features to use when creating posts. Read more in our how-to guide

Savings Management Software

I have money saved in a number of different accounts and wondered if anyone can recommend a good way of keeping track of them all without the hassle of contacting each one seperately every few days.

Ideally I would like something I can dowload onto my PC for free that will allow me to enter the amounts and interest rates from each of the accounts before calculating the returns for me. It would also be great to have a calender to see when interest is paid, aswell as flagging up important dates (When bonds mature etc)

Any advice gratefully recieved :)

Comments

  • ses6jwg
    ses6jwg Posts: 5,381 Forumite
    Part of the Furniture 1,000 Posts Combo Breaker
    I agree, would be good, maybe an excel template, which would caluclate overall average interest between accounts? I have like 6 savings account lol
  • evenasus
    evenasus Posts: 11,866 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    I use Quicken, which I couldn't manage without.
    Also an Exel spread sheet, so I can see how much interest received from each account for each year. There are 33 accounts listed, of which some are now closed - fixed rate ones for example.

    In Quicken I can view all my financial transactions going back to the early 90's.
    Using Quicken, just out of interest, I recently totalled up my spend on Visa statments since the early 90's. :eek:
    All paid in full every month I hasten to add.
  • cloud_dog
    cloud_dog Posts: 6,394 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    I mentioned free account management software on the below thread....

    http://forums.moneysavingexpert.com/showpost.html?p=31128195&postcount=9
    Personal Responsibility - Sad but True :D

    Sometimes.... I am like a dog with a bone
  • polestar
    polestar Posts: 26 Forumite
    Thanks all - some useful leads here
    :T
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 353.5K Banking & Borrowing
  • 254.1K Reduce Debt & Boost Income
  • 455K Spending & Discounts
  • 246.6K Work, Benefits & Business
  • 602.9K Mortgages, Homes & Bills
  • 178.1K Life & Family
  • 260.6K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16K Discuss & Feedback
  • 37.7K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.